Integrating Apollo.io with Calendly is the best way to ensure that when a prospect books a meeting through your calendar, they are automatically updated or moved within your Apollo sequences. Here’s a quick guide on how to set up this powerful automation.
- On your Zapier dashboard, click 'Create Zap'.
- Now click "Trigger" to define what starts your workflow.
- Search for "Calendly" and select it as your trigger source.
- Connect your Calendly Account by clicking on the Sign In button on the right-hand side.
- Confirm selection by clicking on the 'Connect to Calendly' button.
- Choose 'Invitee Created' from the dropdown list under 'Trigger event.'
- Click on the 'Continue' button to finalize your trigger.
- Test if it works: Click Test Trigger (bottom-right corner).
- Click Continue with selected record to move forward with this sample data.
- Click the 'Action' step in your scenario, then search for and add the 'Apollo' module to integrate it seamlessly
- Connect your Apollo Account by clicking on the Sign In button on the right-hand side.
- In the pop-up window, provide the API Key and Name to establish a trusted connection between platforms.
- Approve the connection by clicking on the Yes, Continue to Apollo button.
- Under Action Event, choose the desired action from the dropdown list (e.g., "Find or Create Contact" or "Update Contact").
- Click Continue to move to the next step.
- Under Configure, map the fields from your Calendly trigger to the corresponding fields in Apollo.
- Click Test Step to confirm the connection and the action.
- Click Publish to make your new Zap live and start the automation!
- You're all set! You have integrated Calendly with Apollo io successfully.
